Tuesday, February 4, 2025

Morning Post 02/04/2025 SPX

Good morning STB! 

Man things are changing fast. Trump, amazingly, hasn’t hit a tripwire, yet. I guess when you come in with a fleet of D-9 bulldozers flattening everything in sight small explosions don’t really matter. Heck, I bet he’s not past page one of his to do list. 

Good v evil

On to the lie - 

Minis flat. Were the tariffs good for you? Talk about a quickie. Chinas gonna be a bitch, but supposedly they’re in dire economic straits. USAID is something isn’t it. Halting that and the Treasury blank check policy, Elon and DOGE are absolutely wrecking slush funds. As for where the market is headed? All the signs of a top are here, but we’ve seen and survived the same setups for decades now. Liquidity, it’s all about the markets big slush fund. When do Trump and Elon get to that? 

Have a good day. 

GL and GB! 

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